About the Business
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number.
Richard joined Lloyds Banking Group in 1987, working in the Retail Banking Sector in the South East. He then relocated to the South West where he was a Senior Branch Manager with responsibility for up to 15 branches. Richard started his own IFA practice in 2007 and during this time his business has grown substantially. He offers advice across all areas of Financial Planning and specialises in looking after the Investments and Wealth Management of his Private Clients.
Location & Hours
115 Dartmouth Road
Paignton, TQ4 6NF
